West Paces Advisors’s Lincoln National LNC Stock Holding History

West Paces Advisors’s Portfolio LNC Stock Details LNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-48	Closed	-$1.7K	–	746
2026 Q2	$1.7K	Buy	+48	New	+$1.73K	﹤0.01%	609
2020 Q3	–	Sell	-115	Closed	-$4.23K	–	425
2020 Q2	$4.23K	Hold	115	–	–	﹤0.01%	383
2020 Q1	$3.03K	Sell	115 -62	-35%	-$2.94K	﹤0.01%	400
2019 Q4	$10.4K	Sell	177 -55	-24%	-$3.24K	0.01%	342
2019 Q3	$14K	Hold	232	–	–	0.01%	289
2019 Q2	$15K	Hold	232	–	–	0.01%	276
2019 Q1	$13.6K	Hold	232	–	–	0.01%	288
2018 Q4	$11.9K	Hold	232	–	–	0.01%	297
2018 Q3	$15.7K	Hold	232	–	–	0.01%	283
2018 Q2	$14.4K	Buy	232 +55	+31%	+$3.76K	0.01%	291
2018 Q1	$12.9K	Hold	177	–	–	0.01%	294
2017 Q4	$13.6K	Sell	177 -40	-18%	-$3.03K	0.01%	304
2017 Q3	$15.9K	Hold	217	–	–	0.01%	286
2017 Q2	$14.7K	Hold	217	–	–	0.01%	287
2017 Q1	$14.2K	Hold	217	–	–	0.01%	284
2016 Q4	$14.4K	Buy	+217	New	+$12.6K	0.01%	289

Other funds holding LNC

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Capricorn Fund Managers London, United Kingdom $1.06B AUM 45.98% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Oak Harbor Wealth Partners Raleigh, North Carolina $269M AUM 17.64% 1-Year Est. Return

Access Investment Management Atlanta, Georgia $412M AUM 14.18% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

West Paces Advisors's LNC Position: Q3 2026 in Review

West Paces Advisors sold out of Lincoln National (LNC) in Q3 2026, closing a stake of 48 shares — an estimated $1.7K sold.

West Paces Advisors first reported a position in LNC in Q4 2016 and held it in 16 quarters. The position peaked at $15.9K in Q3 2017. 245 funds tracked by Wall St. Rank hold LNC as of Q3 2026.

West Paces Advisors reported no remaining Lincoln National position as of Q3 2026 after selling out during the quarter.
West Paces Advisors sold 48 Lincoln National shares in Q3 2026, an estimated $1.7K.
West Paces Advisors first reported a position in Lincoln National in Q4 2016 and held it in 16 quarters.
West Paces Advisors's Lincoln National position peaked at $15.9K in Q3 2017.
245 funds tracked by Wall St. Rank held Lincoln National as of Q3 2026.

Based on West Paces Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.